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The Plannex Podcast · June 12 · 52 min

David Carter Part 2: Comfortable or Growth?

After helping build a £700m advice business over nearly two decades, Dave Carter made one of the biggest decisions of his career. He left the firm he helped build to become CEO of Absolute Financial Planning. In Part 2, Dave explains why he took the leap, the vision behind Absolute, and why he believes independent financial planning still has a major role to play in the future of the profession. We discuss: Why he left a successful £700m advice firm The challenge of building a national financial planning business What makes a successful acquisition The mistakes consolidators have made Why independence still matters Recruitment, adviser development and the future of advice The opportunity Dave sees in the market today A fascinating conversation about leadership, ambition and building something bigger.

0:00-52:21
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After helping build a £700m advice business over nearly two decades, Dave Carter made one of the biggest decisions of his career.

He left the firm he helped build to become CEO of Absolute Financial Planning.

In Part 2, Dave explains why he took the leap, the vision behind Absolute, and why he believes independent financial planning still has a major role to play in the future of the profession.

We discuss:

  • Why he left a successful £700m advice firm
  • The challenge of building a national financial planning business
  • What makes a successful acquisition
  • The mistakes consolidators have made
  • Why independence still matters
  • Recruitment, adviser development and the future of advice
  • The opportunity Dave sees in the market today

A fascinating conversation about leadership, ambition and building something bigger.

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